Stephanie
Cooper
Parallel Advisors, LLC
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About this Advisor
Stephanie Cooper is a certified financial planner who works in San Francisco, California with 8 years of industry experience. Cooper is currently employed by Parallel Advisors, LLC. During their career, Cooper has held roles at Parallel Advisors, LLC and Farmshop Restaurant Group. Cooper holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in California and Texas. Parallel Advisors, LLC is a registered investment company operating out of San Francisco, CA. The investment advisory business has offices in 10 locations and a total of 91 employees. It handles $6 billion in assets under management among its 12,629 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 12,629 customer accounts, 32% are held by high-net-worth clients who have more than $1 million in investable assets. Parallel Advisors, LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of services offered. However, fee types charged by Parallel Advisors, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$5,708,131,871
91
12,629
$451,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephanie Cooper Work History
Stephanie has been registered as a financial advisor for 8 years.*
Parallel Advisors, LLC
Farmshop Restaurant Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parallel Advisors, LLC
San Francisco, CA
Scottsdale, AZ
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.